Performance analysis of U-Haul Holding Company - Series N (UHAL-B)
Annual Return
Over the past 3 years, UHAL-B has had an average annual return of +2.66%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Nov 10, 2022, UHAL-B has had an average annual return of +5.26%, underperforming the benchmark SPY, which returned +20.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +33.16% | -26.75% | -8.79% | +28.52% | +5.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.77% | -8.09% | -5.17% | +6.76% | +9.08% | +11.02% | +7.64% | +33.16% | |||||
| 2025 | +1.07% | -4.93% | -3.76% | -7.40% | +4.08% | -4.59% | -4.36% | +0.46% | -2.47% | -4.73% | -0.79% | -2.74% | -26.75% |
| 2024 | -9.33% | -0.47% | +4.98% | -8.04% | -0.86% | -1.18% | +6.19% | +7.25% | +5.42% | -5.20% | -8.53% | +2.66% | -8.79% |
| 2023 | +12.39% | -9.97% | -6.72% | +4.34% | -14.44% | +9.56% | +12.90% | -6.94% | -1.53% | -9.89% | +14.70% | +30.19% | +28.52% |
| 2022 | +21.34% | -12.90% | +5.69% |
Drawdown analysis of U-Haul Holding Company - Series N (UHAL-B)
The maximum drawdown for the UHAL-B was -45.17%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current UHAL-B drawdown is -14.60%.
Since Nov 10, 2022 UHAL-B has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.17% | Sep 25, 2024 | 371 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -32.08% | Dec 1, 2022 | 124 | Jun 1, 2023 | 141 | Dec 21, 2023 | 265 |
| -19.54% | Dec 27, 2023 | 132 | Jul 9, 2024 | 51 | Sep 19, 2024 | 183 |
| -8.68% | Nov 15, 2022 | 1 | Nov 16, 2022 | 3 | Nov 21, 2022 | 4 |
| -5.74% | Nov 21, 2022 | 2 | Nov 23, 2022 | 4 | Nov 30, 2022 | 6 |
| -0.54% | Sep 19, 2024 | 2 | Sep 23, 2024 | 1 | Sep 24, 2024 | 3 |